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Case Workflow: Does anyone have a good way to reject a workflow step back to the prior step?

  • 1.  Case Workflow: Does anyone have a good way to reject a workflow step back to the prior step?

    SILVER CONTRIBUTOR
    Posted 26 days ago
    Hi,

    We have a case workflow set up and there is a user request to be able to reject a specific step, back to the prior step.  Recalling the workflow brings it all the way back and user needs to re-submit into the workflow.  If we are at task 8 of the workflow, the user would like to kick it back to say step 7 to have some revisions made prior to approving step 8.

    I tried creating a manual decision step where choice 1 would forward the workflow to the next step, while choice 2 would move it back to the prior step (Choice 1=approve, Choice 2=reject).  This isn't allowed since it creates a circular reference in the workflow.

    Does anyone have any suggestions on how best to handle this scenario?

    Thanks.

    Patrick

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    Patrick Perlas
    Energy Recovery Inc
    San Leandro
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